Our client is seeking a dedicated and experienced New Accounts/Customer Service Representative to join their team. The ideal candidate has strong customer service skills, hands-on experience opening consumer and basic business accounts, and a solid understanding of banking regulations.

Key Responsibilities
Open and support a variety of accounts, including checking, savings, CDs, IRAs, and Trust/Estate accounts

Conduct customer interviews and recommend appropriate banking products and services

Cross-sell to new and existing clients and help generate new business

Collaborate with other business units to identify sales opportunities

Process teller transactions as needed

Handle customer inquiries professionally and efficiently

Ensure accurate completion and uploading of all required documentation

Maintain knowledge of bank products, policies, and regulatory requirements

Prepare reports related to transactions and account activities

Qualifications
Minimum 2 years of banking teller experience (required)

Experience opening consumer and basic business accounts

Strong customer service and communication skills

Ability to work cooperatively with customers and colleagues

Knowledge of basic banking regulations (BSA, Information Security)

High level of discretion with confidential information

Proficiency in Word, Excel, Outlook, and banking software

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.